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iShares 20+ Year Treasury Bond ETF

1,093 hedge funds and large institutions have $38.3B invested in iShares 20+ Year Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 418 increasing their positions, 417 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 115

7% more capital invested

Capital invested by funds: $35.7B → $38.3B (+$2.61B)

7.11% more ownership

Funds ownership: 72.48%79.59% (+7.1%)

0% more repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 417

1% less funds holding

Funds holding: 1,1011,093 (-8)

5% less call options, than puts

Call options by funds: $13.2B | Put options by funds: $13.9B

19% less funds holding in top 10

Funds holding in top 10: 9879 (-19)

Holders
1,093
Holders Change
-8
Holders Change %
-0.73%
% of All Funds
14.35%
Holding in Top 10
79
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-19.39%
% of All Funds
1.04%
New
135
Increased
418
Reduced
417
Closed
115
Calls
$13.2B
Puts
$13.9B
Net Calls
-$724M
Net Calls Change
-$2.28B
Name Holding Trade Value Shares
Change
Change in
Stake
NRI
426
NFP Retirement Inc
California
$2.04M +$291K +3,324 +17%
DS
427
DRW Securities
Illinois
$2.03M +$1.99M +22,757 New
FAM
428
Formidable Asset Management
Ohio
$2.02M +$33.8K +387 +2%
DWM
429
DKM Wealth Management
California
$2.02M -$1.34M -15,293 -40%
RFWA
430
RPg Family Wealth Advisory
Massachusetts
$2.01M +$123K +1,409 +7%
MA
431
MBA Advisors
Pennsylvania
$2M +$66.6K +762 +4%
ML
432
McAdam LLC
Pennsylvania
$2M +$98.2K +1,123 +5%
CSS
433
Cubist Systematic Strategies
Connecticut
$1.99M +$1.95M +22,319 New
LSPW
434
Lake Street Private Wealth
Illinois
$1.99M +$52K +595 +3%
ODFS
435
O'Donnell Financial Services
California
$1.97M -$3.74M -42,801 -66%
PWP
436
Pursue Wealth Partners
California
$1.96M +$181K +2,073 +10%
CCFM
437
Clear Creek Financial Management
Washington
$1.91M -$32K -366 -2%
MWM
438
Maridea Wealth Management
New York
$1.91M +$1.08M +12,370 +146%
CIBC Private Wealth Group
439
CIBC Private Wealth Group
Georgia
$1.9M -$51.5K -589 -3%
SB
440
Strategic Blueprint
Georgia
$1.9M -$99.8K -1,141 -5%
KP
441
Keel Point
Alabama
$1.87M -$94.5K -1,080 -5%
VFA
442
Values First Advisors
Tennessee
$1.87M +$39K +446 +2%
SWM
443
Silverlake Wealth Management
Vermont
$1.87M -$340K -3,884 -16%
OSAM
444
O'Shaughnessy Asset Management
Connecticut
$1.87M +$423K +4,836 +30%
TF
445
Trek Financial
Arizona
$1.85M -$585K -6,686 -24%
GSIAS
446
Garden State Investment Advisory Services
New Jersey
$1.85M -$101K -1,156 -5%
CKAIS
447
Christensen King & Associates Investment Services
Washington
$1.81M +$61.1K +698 +4%
FFG
448
Fiduciary Financial Group
California
$1.79M +$1.3M +14,814 +283%
4A
449
4Wealth Advisors
Illinois
$1.78M +$205K +2,340 +13%
UAG
450
United Advisor Group
Ohio
$1.77M +$1.38M +15,761 +385%